Asana Training - Asana for Accounting Firms - Ultimate Getting Started Guide

Need help with Asana? Book a 30-minute introductory call to learn more about our consulting service » https://minorco.com/asana Running an accounting firm comes with tight deadlines, multiple clients, and never-ending tasks. In this video, we’ll show you two ways to set up your Asana account—designed specifically for accountants and bookkeepers. You’ll learn how to organize client projects, manage recurring tasks (like month-end closings), and collaborate seamlessly with your team. Whether you’re new to Asana or looking to refine your workflow, these methods will help you stay on top of every detail and deliver top-notch service to your clients. 0:00 - Introduction 1:05 - How Asana is Useful For An Accounting Firm 2:42 - The Two Methods We Use 3:16 - Method 1 Using A Project For Each Client 4:10 - M1 Creating A Template 6:40 - M1 Assigning Roles & Dates To Templates 9:40 - M1 Using Subtasks within Tasks 10:55 - M1 Customise Projects In Asana 12:30 - M1 Creating a Project 14:31 - M1 Using Portfolio In Asana 16:29 - Method 2 Using Evergreen Projects for Multiple Clients 17:30 - M2 Setting Up Task Templates 20:38 - M2 Creating a New Client 22:21 - Outro Request a quote! Purchase your Asana licenses through MinorCo and receive the best price on your subscription + complimentary support: https://minorco.com/asana-request-a-quote/ Sign up for our FREE video training series: Asana 101: Introduction to Asana https://minorco.com/asana-101/ Want to take full advantage of Asana? Sign up to our Master Asana support program and take Asana to the next level » https://minorco.com/asana Sign up to my newsletter to get regular tips and videos on how to use Asana better » https://minorco.com/newsletter